dipankar HubSpot Quotes (via hubspot CLI)
Quotes are sales proposals associated with a deal. They aggregate line items and render as a PDF the customer can sign.
Auth
Set HUBSPOT_ACCESS_TOKEN. Optional --profile <name>.
Canonical commands
| Intent | Command |
|---|---|
| List | hubspot crm quotes list --limit 20 |
| Get | hubspot crm quotes get 12345 |
| Create | hubspot crm quotes create --properties '{"hs_title":"Q2 Proposal","hs_expiration_date":"2025-12-31"}' |
| Update | hubspot crm quotes update 12345 --properties '{"hs_status":"APPROVED"}' |
| Delete | hubspot crm quotes delete 12345 --yes |
| Search | hubspot crm quotes search --filter-groups '[{"filters":[{"propertyName":"hs_status","operator":"EQ","value":"PENDING"}]}]' |
| Discover properties | hubspot discover properties quotes |
Common properties
hs_title, hs_quote_number, hs_status (DRAFT, PENDING, APPROVED, REJECTED), hs_expiration_date, hs_currency, hs_sender_company_name, hs_language.
Associating quotes
Quotes are typically associated to a deal, a primary contact, a company, and line items:
hubspot crm associations create quotes 12345 deals 67890
hubspot crm associations create quotes 12345 contacts 11111
hubspot crm associations create quotes 12345 line_items 22222
Scopes
- Read:
crm.objects.quotes.read - Write:
crm.objects.quotes.write
Tips
- Build the quote in order: create the deal, create the line items associated to the deal, then create the quote associated to the same deal.
hs_expiration_dateisYYYY-MM-DD.